See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,520 | $83,477+3.6% | $125,175-30.9% | $72,985+18.5% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.6pp | 69.5%+13.8pp |
| Annual return | 3.44% | 25.78%-22.3pp | 43.79%-40.4pp | 81.00%-77.6pp |
| Employer contribution / active EE | $667 | $2,345-71.6% | $3,865-82.7% | $2,440-72.7% |
| Participant deferral / active EE | $2,846 | $3,585-20.6% | $4,937-42.3% | $3,607-21.1% |
| Admin fee / account holder | $12,714 | $5,517+130.4% | $9,702+31.0% | $5,124+148.1% |